Annual training reminders and tracking

Purpose

1.1. Ensure compliance by automatically reminding staff of required annual trainings within an alcoholism treatment program.
1.2. Maintain up-to-date training records for all personnel.
1.3. Standardize communication on mandatory courses and deadline follow-up for all staff.
1.4. Reduce administrative effort and human error in tracking training schedules and completions.
1.5. Enable visibility and reporting to managers on training compliance status.

Trigger Conditions

2.1. Staff record added or updated with next annual training due date.
2.2. Pre-configured interval (e.g., 30, 14, 7 days before due date).
2.3. Marked ‘not complete’ for required annual training in HRIS/LMS.
2.4. Manager assigns new or additional mandatory training.

Platform variants

3.1. Twilio SMS
• Feature/Setting: Messages > Send SMS Notification API; configure webhook trigger for due-date reminders.

3.2. SendGrid
• Feature/Setting: Mail Send API; set to trigger batch/email campaign by training status.

3.3. Slack
• Feature/Setting: Incoming Webhooks; automate DM to staff with training reminder.

3.4. Microsoft Teams
• Feature/Setting: Graph API > Send chatMessage; configure bot to post reminder in channel.

3.5. Google Calendar
• Feature/Setting: Events Insert API; auto-create all-staff calendar reminders for annual deadlines.

3.6. Office 365 Outlook
• Feature/Setting: Calendar Event API; trigger meeting invites as reminders.

3.7. SAP SuccessFactors
• Feature/Setting: Learning OData API > Assignment notifications; set automatic alerts for overdue trainings.

3.8. Workday
• Feature/Setting: Custom Report-as-a-Service (RaaS); fetch non-compliant users, trigger notifications.

3.9. BambooHR
• Feature/Setting: Custom Webhooks for custom fields; trigger API call for training status changes.

3.10. Salesforce
• Feature/Setting: Flow Builder + Platform Events; auto-assign reminder Tasks for overdue trainings.

3.11. Zoho People
• Feature/Setting: Automation > Workflow Rules; trigger notification to staff.

3.12. Monday.com
• Feature/Setting: Automations > Due Date Arrives; notify assigned users automatically.

3.13. Asana
• Feature/Setting: Rules > Due Date Reminders; automatically comment/tag staff about training.

3.14. Trello
• Feature/Setting: Butler Automation > Due Date Command; send training reminder card or checklist.

3.15. Google Sheets
• Feature/Setting: Apps Script > Time-driven triggers; match dates and email users.

3.16. Tableau
• Feature/Setting: Email Subscriptions; auto-send compliance dashboards to managers.

3.17. DocuSign
• Feature/Setting: Workflow > Reminders; send annual staff completion request.

3.18. Zoom
• Feature/Setting: Webinar Registrations API; invite users directly to annual training.

3.19. HubSpot
• Feature/Setting: Workflows > Contact Reminders; enroll staff for training email sequence.

3.20. Mailchimp
• Feature/Setting: Automated Emails > Date-based triggers; notify users each training cycle.

3.21. ServiceNow
• Feature/Setting: Flow Designer > Reminder Notifications; auto-send compliance tasks.

3.22. Freshservice
• Feature/Setting: Workflow Automator; send reminders for training due dates.

3.23. ADP Workforce Now
• Feature/Setting: Scheduled Alerts; distribute notices to employees with expiring or overdue training.

3.24. Okta
• Feature/Setting: System Log Event Hooks; trigger actionable reminders if last training > 12 months.

Benefits

4.1. Enhances regulatory and accreditation compliance effortlessly.
4.2. Reduces manual errors and time spent tracking training.
4.3. Improves staff accountability and timely completion of required trainings.
4.4. Delivers real-time insight to managers and compliance officers.
4.5. Scales easily as staff size grows or requirements change.